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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,672 | $95,404+109.3% | $113,397+76.1% | $82,637+141.6% |
| Participation rate | 36.8% | 72.8%-36.0pp | 76.5%-39.7pp | 68.1%-31.2pp |
| Annual return | 13.07% | 19.08%-6.0pp | 23.20%-10.1pp | 53.51%-40.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,541 | $4,220-63.5% | $5,076-69.6% | $4,126-62.7% |
| Admin fee / account holder | $17,705 | $9,168+93.1% | $11,957+48.1% | $7,339+141.3% |